Xero Projects
Looking for freelance Xero jobs and project work? PeoplePerHour has you covered.
API Integration - Jotform/Xero
Hi I am looking for someone to integrate our Jotform submissions with Xero. So that when somebody submits a form via Jotform, it automatically creates an invoice in Xero. The invoice needs to include Xero tracking categories, depending on what products they have ordered in the Jotform. This might be possible to do by giving each product an "Item Code" in Xero, however at the moment Xero does not support automatically assigning tracking categories to products in the catalogue. So in the attached "Xero Screenshot.png" screenshot, the columns "Cost Centre" and "Event" (these are tracking categories) cannot be added to the product in the catalogue in Xero. The only columns which can be assigned to a product are Unit Price, Account, Tax Rate and Description - see attached screenshot "Xero Item Code.png"). So what we want to do is - Client completes the Jotform - Products ordered on Jotform assigned an Item Code - New invoice created in Xero using assigned Item Codes - Item codes are assigned to products in Xero and the products include tracking categories - Invoice saved as draft in Xero for manual approval and sending At the moment we have to do this manually and as you can imagine, it takes a very long time.
9 days ago24 proposalsRemoteXERO Invoice template creation
I have a specific invoice design in Word format. I need this converted to a Xero template ready to use. If you have experience creating Xero invoicing templates please apply - must be able to pull information from the invoicing page on Xero.
11 days ago19 proposalsRemoteopportunity
QuickBooks & Xero to Microsoft Excel Coding Expert Wanted
Are you an experienced coder with a knack for seamlessly integrating financial data from Xero and QuickBooks into Excel? We're seeking a skilled individual to develop a custom solution that will streamline the process of downloading financial information and populating predefined Excel templates. Key Responsibilities: 1. Develop a solution that allows users to select clients from Xero or QuickBooks directly within Microsoft Excel. 2. Enable users to choose specific types of reports such as Balance Sheet, Profit & Loss, Trial Balances, and more, all from within Excel. 3. Design a system that automatically feeds the selected data into predefined Excel worksheets, ensuring accuracy and efficiency. Requirements: 1. Proficiency in coding languages such as Python, VBA, or similar, with a focus on integrating APIs (Xero and QuickBooks). 2. Expertise in working with Microsoft Excel, including creating dynamic user interfaces and automating data entry processes. 3. Experience in developing custom solutions for financial data management and reporting.
20 hours ago19 proposalsRemoteWebsite and logo design for new book keeping practice
I just need a website and logo for a new book keeping practice. I am a fully qualified book keeper registered with ICB with experience in Sage, Xero, and Quickbooks. I am also able to manage payroll in various software packages. I can offer services remotely in the evenings.
8 days ago36 proposalsRemoteXero API Integration into nODEJS EXPRESS APP
I'm looking for someone to integrate Xero API into my web application, the application is build with nodejs. So far i have written the controllers, routes and service needed to connect to the api, but for some reason when testing authentication to the API, it fails. I need that to be sorted out so that i can connect to xero and be able to get a response from there when i fetch accounts and reports. Also I want the developer to be very experienced with Xero integration because i need the integration done immediately
24 days ago10 proposalsRemoteMy client needs their audit preformed
Hello, I am currently looking for an audit to be preformed. I currently do not supply this service (as I am not a registered auditor) however I do supply other services to the client. This would be on a non-compete basis so you would only be able to supply audit services to the client. The turnover in the year is £900K and the client is on Xero. The client is under going an audit as they are owned by a large multi national. Any further details please let me know.
15 days ago10 proposalsRemoteSkilled Writer and Personal Assistant to Support a Busy Doctor
Job Overview: We are seeking a highly organised and self-motivated personal assistant to support the daily academic activity of a busy doctor. This role demands excellent communication skills, proficiency in diary management, and the ability to handle emails and scheduling with high efficiency. The role would also include planning conferences and brainstorming presentations and meeting planning. Experience in medical writing and a basic understanding of accounting using Xero would be advantageous. This post might appeal to someone with a medical or academic background who is looking for a new challenge or change of scene, with scope for autonomy and flexibility to suit the candidate. Key Responsibilities: Conduct daily and weekly reviews to ensure all tasks are on track and deadlines are met. Manage email correspondence and ensure timely and professional responses. Handle diary management and meeting scheduling efficiently. Assist in drafting, proofreading, and editing manuscripts, grant applications, and web content. Implement accounting tasks with proficiency in working with Xero . File management, managing Dropbox file structure, processing new scanned documents. Requirements: Strong background in medical or academic fields preferred. Outstanding written English and interpersonal skills. Proven experience in an administrative role, ideally with responsibilities related to writing or accounting. Self-motivated and able to work independently, with a keen interest in taking initiatives and developing the role further. Available to work 2-3 hours per day (including a Teams meeting with the client) with potential to increase hours based on performance. Additional Benefits: Initial 90-day trial period, with a possibility of transitioning to a permanent position. Opportunity to work in a supportive environment that values enthusiasm and personal development. Flexibility to introduce and implement new initiatives. If you are passionate about making a significant impact and thrive in a dynamic environment, we would love to hear from you. This is an excellent opportunity for someone who seeks to combine their knowledge of the medical or academic sectors with their administrative skills to foster efficient operations.
5 days ago14 proposalsRemoteopportunity
Freelance expertise
An established startup is seeking an experienced freelance auditor to perform an inaugural audit of the company's financial records and processes. The organization recently surpassed revenues of $5 million and it is imperative that strong accounting controls and oversight are implemented. You will be assessing the accounting software, chart of accounts, expense categories and allocation methods. A full audit of the general ledger for the past fiscal year will be conducted, including verification of revenue amounts against purchase orders, invoicing and payment records. Your responsibilities also include evaluating internal financial reporting and making recommendations to ensure reports to stakeholders adhere to GAAP standards. Process documentation and suggestion of internal control procedures are additionally required. The successful candidate will possess a CPA designation with a minimum of 5 years experience auditing high growth technology or software companies. Proficiency with QuickBooks, Xero or similar accounting packages along with advanced Excel skills are necessary. Review of the audit results with management and provision of a formal written report are expected deliverables. This is an excellent opportunity to take a leadership role in bringing oversight and governance to the financial operations of an innovative startup.
3 hours ago5 proposalsRemote
Past "Xero" Projects
Xero accounting assessment
I need help to complete xero accounting assessment for software use.
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Payroll & Bookkeeping Setup & Migration
I need someone to help us setup and migrate payroll for three new businesses we have brought into our Holding company. Need a review of all existing payroll to identify any mistakes or issues, then setup and migrate into XERO, as well as all relevant submissions to be reviewed and made as required. I also need the same approach to bookkeeping - review all existing, check for issues and mistakes, and migrate to XERO.
Help with 4G router not accessing websites
I have a new EE 4G router. I cannot get onto websites on my PC such as xero, quickbooks, dext etc. I can get onto them on my phone which is using the same router. I could also get onto them when I was using my normal broadband. No idea on price.
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Submit end of year accounts.
Small turn over of 5800. Majority of turn over taken in salary. All invoices on xero ready to go.
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Year end bookkeeping and Filing
I'm looking for a qualified individual(s)/company to complete and submit our year end due September 24. What we need doing: Micro accounts submitted to Companies House Full Set of Accounts for our records CT600 and computation for our records CT600 with Computation and a full set of accounts submitted to HMRC 1 current account reconciled (122 lines from csv or import into xero) All invoices to be accounted for ( will upload ) Xero Setup Xero Certified VAT Registration Assistance Notes: - First set of accounts and must be flawless. - Transactions are largely director transfers to start the company. - This work is experienced bookkeeper who has submitted above work without accountant oversight or an accountant. - Please quote Inc VAT where applicable. Thank you.
Xero Expert Needed for Buy-to-Let Mortgage Reconciliation
Hello, I'm currently set up on Xero and have a basic understanding, but I need assistance with reconciling my interest-only mortgage for a buy-to-let property. The funds for the mortgage never passed through my account but went directly from my lawyer to the developer. However, the repayments are now being deducted from my account. I've created a non-current liability account for the mortgage and an expense account for logging purposes. I'm seeking a Xero expert to guide me through the reconciliation process and provide a sense-check to ensure I've set it up correctly. If you have experience in handling similar scenarios and can provide expert advice on reconciling non-traditional transactions in Xero, please reach out. I'm looking for someone who can help me navigate this specific situation efficiently. Thank you!
External Finance Consultant
We have four trading entities that we've just placed into a holding company/group structure, and I'd like some assistance in reviewing our business from a finance perspective. Much like a health check, compliance, financing, balance sheet, forecasting/budgets etc. We use Xero as our accounts package. The company, as a whole, has gone through a growth phase and several changes over the last six months, and I'd like to hire an external FD/consultant to work with me in the short term. I believe several elements within this department that need reviewing.
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Part time book keeper
Looking for a part time book keeper who can handle the following tasks: • Reconcile transactions in Xero • Generate sales invoices in Xero and sending it to clients • Set-up a Repeating sales invoices in Xero for deals with scheduled payments to ensure timely issuance of invoices • Input supplier invoices into Xero, ensuring accuracy based on CRM and/or usage • Prepare payables list and send them to Finance Manager for approval • Prepare payroll list for both UK-based and non-UK based employees • Process and submit Direct Debit payments • Process payments in PayPal • Assist in following up with clients for overdue invoices • Prepare departmental costs and submit them to Finance Manager • Prepare deliverables and submit them to Finance Manager • Prepare commission calculations for Account Managers • Ensure to record in Xero and add approved commissions/bonus/HMO/ reimbursements if any to employees salary • Ensure to record in Xero and deduct cash advances/loans if any from employees salary • Add new employee information in Xero Payroll and pension portal • Ensure to remove leavers record in Xero Payroll and Pension portal • Process top-ups • Add calendar reminders for any important due dates such as VAT Return, Corporation Tax, Confirmation Statement • Assist Accountant for any required documents when processing VAT Return, Corporation Tax, Confirmation Statement • Assist with day-to-day finance operations, including managing emails and ensuring timely responses • Update Accounts Trello • Perform ad hoc duties as required
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LTD PSC full accounting services for next fiscal year
We are seeking an experienced accountant to handle all our company tax affairs including returns, including directors returns and VAT returns, all HMRC documentation, year end accounts. An all in service for the year. Our company is a PSC with one director who is the only employee. We do not have significant monthly expenses to process. We utilize Xero and Hubdoc to manage our accounts. We are looking for a quote for a 12-month period covering the services requested. Please provide a detailed list or an all-inclusive quote for the services. Thank you.
Bookkeeper - Immediate Start
We are looking for a bookkeeper for 4 hours a week as an ongoing project. Based in Bolton or within a 15 mile radius. MUST have Xero experience.
Advice & assistance setting up sole trader accounts for Ireland
I need some help doing the following: a) Deciding on the best accounting system to use for my circumstances (quickbooks, Xero etc) b) Some guidance in getting the above set-up for the year 2022, answering my questions and reviewing what I have done. I can do most of the work in adding suppliers, invoices etc but I need someone who can be available to guide me and review what I am doing and answer any questions. Its for a sole trader in Ireland and I moved to Ireland in early 2022, the business was operating abroad before that time. I operate in 4 currencies with customers and suppliers in 5 countries with bank accounts in 3 countries. If you are familiar with doing this in Ireland (preliminary deadlines etc) then that would be an advantage.
Experienced bookkeeper, Min 5 YEARS UK accounting experience
I am looking to hire someone to manage my accounting firms bookkeeping. The role will initially be 3 days a week but hoping to make it full time. The member will be a pivotal part of our team and if the candidate exceeds our expectations - then we will look to make them a full time staff and benefit from earning a uk salary. Musts: - 4 years experience minimum ok uk bookkeeping - 2 years experience with working with xero bookkeeping software - Extensive experience with filing UK vat returns - Has solid accounting knowledge.